CRM Analyst

• Act as a key CRM contact for cross-functional and regional client-facing teams.
• Partner with stakeholders to streamline processes, improve user experience and increase CRM adoption.
• Support requirements gathering, user acceptance testing, system releases and CRM enhancements.
• Produce dashboards, reports and alerts that turn CRM data into actionable business insights.
• Analyse user behaviour, client engagement and pipeline activity to identify improvement opportunities.
• Maintain data accuracy, completeness and consistency while supporting governance and regulatory standards.
• Optimise CRM processes, document future-state requirements and support delivery with product and technology teams.

• Proven experience in CRM, business analysis, client analytics or a related role.
• Strong experience using CRM, sales, service or client-engagement platforms.
• Proficiency in Microsoft Dynamics 365 is preferred, alongside the ability to learn new systems quickly.
• Proven ability to gather requirements, map processes and translate business needs into practical CRM improvements.
• Experience producing reports, dashboards and client insights, including conducting data audits.
• Strong analytical skills with a focus on CRM data quality, accuracy and continuous improvement.
• Confident stakeholder management and workshop facilitation skills; experience with Microsoft Copilot, AI tools or financial services is advantageous.

Vanguard is one of the world’s leading investment firms, dedicated to helping clients achieve lasting financial success. Established in 1975, its unique ownership structure-where funds own the company and investors own the funds-ensures all efforts are focused on client outcomes. Known for integrity, innovation, and low-cost investing, fosters an inclusive and collaborative culture that empowers employees to make a meaningful impact globally.